Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,769 | $146,267-79.6% | $197,124-84.9% | $82,448-63.9% |
| Participation rate | 72.2% | 84.0%-11.8pp | 86.7%-14.5pp | 68.1%+4.2pp |
| Annual return | 14.77% | 29.61%-14.8pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,117 | $4,723-76.4% | $6,227-82.1% | $2,551-56.2% |
| Participant deferral / active EE | $1,507 | $7,035-78.6% | $9,135-83.5% | $4,139-63.6% |
| Admin fee / account holder | $1,301 | $14,422-91.0% | $16,298-92.0% | $7,234-82.0% |